LEADERSHIP COMMITTEE
DAVID C. FULTON, JR., CFA*
Chairman & Chief Executive
Carl J. Tippit, CFA*
President
Trent M. Meyerhoefer*
Chief Financial Officer
Gregory P. Althans, CPA/PFS, CFP®*
Vice Chairman, Head of Wealth Strategy
Bradley D. Knapp, CFA, CAIA*
Executive Managing Director, Private Client and Trust Services
Michael P. Shebak III*
Senior Managing Director and Head of Institutional Consulting
Satricia A. Rice, JD, CFA, CIMA®*
Senior Managing Director and Head of Private Client Group
Svetlana M. Loshakov, CFA*
Head of Investments, Senior Managing Director
Aneet P. Deshpande, CFA*
Chief Investment Strategist, Senior Managing Director
Michael J. Moss, CFP®*
Senior Managing Director, Integration and Special Projects
Research & Investment Management
Svetlana M. Loshakov, CFA*
Head of Investments, Senior Managing Director
Aneet P. Deshpande, CFA*
Chief Investment Strategist, Senior Managing Director
Allen W. Dengler
Head of Portfolio Management, Director
Daniel Meges*
Senior Managing Director, Research
JAMES D. AWAD
Senior Managing Director
Joseph D. Boushelle, CFA, CAIA*
Senior Managing Director, Alternatives
Thomas M. Seay*
Senior Managing Director, Research
Andrew Burger, CFA
Director, Portfolio Management
Haley J. Schubert, CFA
Director, Portfolio Management
Mike McLelland, CFA, CAIA
Senior Analyst, Research
Michael G. Kuebler
Analyst, Research
Adam Felten
Senior Portfolio Manager
John Rodriguez
Associate Portfolio Manager
Konstantin Goldberg
Associate Portfolio Manager
Michael S. Fedeli
Associate Portfolio Manager
Steve Drum
Associate Portfolio Manager
Sydney P. Van Scoy
Associate Portfolio Manager
Kimberly D. Trnavsky
Alternatives Investment Specialist
Susan E. Witalis
Trader
INSTITUTIONAL CONSULTING GROUP
Michael P. Shebak III*
Senior Managing Director and Head of Institutional Consulting
Adam J. Blake, AIF®*
Senior Managing Director
Anthony M. Saracusa, CIMA®*
Senior Managing Director
Brian K. Hrabak, CFA*
Senior Managing Director
Grant B. Guyuron, CFA*
Senior Managing Director
John F. Colla, CFA*
SENIOR MANAGING DIRECTOR
Lawrence M. Carone, CFA, CAIA*
Senior Managing Director
Brian T. Wunderle, CFA*
MANAGING DIRECTOR
Matthew J. Kolenich, CPFA, AIF®
Managing Director
Joseph T. Adams, CFA
Director
Bayley E. H. Miozzi
Associate
John P. Lenehan
Associate
Kristen Low, CPFA
Associate
Gareth J. Hannigan
Client Service Associate
Samantha Karoly
Client Service Associate
Karen T. Buckley
Institutional Coordinator
Luz Caraballo
Administrative Assistant
PRIVATE CLIENT GROUP
Satricia A. Rice, JD, CFA, CIMA®*
Senior Managing Director and Head of Private Client Group
Anthony G. Micheli, CPA*
Senior Managing Director
Michael J. Moss, CFP®*
Senior Managing Director, Integration and Special Projects
Cindy L. Steeb, JD
Senior Managing Director, Trust Administration Services
Gregory P. Althans, CPA/PFS, CFP®*
Vice Chairman, Head of Wealth Strategy
David A. McClearn, CFA*
Senior Managing Director
David J. Rubis, CPFA, AIF®*
Senior Managing Director
Eileen Burkhart, CFP®, AIF®*
Senior Managing Director
Gregory Q. Lonczak, CFP®*
Senior Managing Director
James R. Pruce, CFP®, CPA*
Senior Managing Director
John Marino, CFP®, CPA*
Senior Managing Director
Maureen Leneghan, CPA, CFP®*
Senior Managing Director, Financial Planning
Michael S. Dearden, ATP®*
Senior Managing Director
SCOTT P. SNOW, CPA, CFP®, CIMA*
Senior Managing Director
Theodore J. Robbins, CPA , CFP®*
Senior Managing Director
Tracy A. Jemison, II*
Senior Managing Director
Andres Arsuaga, CFA
Managing Director
Jonathan A. Watts, CPA*
Managing Director
Chris Berben, CFP®
Director, Private Client Group
Joseph Baranek, CFP®
Director, Private Client Group
Tom Kotick
Director, Trusts & Estates
James T. Thomas, CPA
Director, Tax
Lisa M. Chavez, CPA
Director, Tax
Jeff Cornelius
Client Services Manager
Adam T. Clare, CPA, CFP®
Senior Associate
Bryse D. Cirjak, CFP®
Senior Associate
Debra Richards
Senior Associate
Doug Wiedemann, CPA, CFP®
Senior Associate
Emily C. Hajec
Senior Associate
Gina G. Gurganus, CFP®
Senior Associate
Teresa A. LaCorte, CPA
Senior Associate
Becca Rak
Planning Associate
Christine Trunk
Planning Associate
Constance Allen
Planning Associate
Daniel C. Francy
Planning Associate
Dylan C. Gardner
Planning Associate
Emily Keller
Planning Associate
Jacinto T. Cuellar
Planning Associate
Jessica G. Martin
Planning Associate
Kaila M. Unger
Planning Associate
Kiana Woodgett
Planning Associate
Max Zarick, CPA
Planning Associate
Nimita Naik, CFP®
Planning Associate
Samantha Sutton
Planning Associate
Kaitlyn Hartburg
Family Office Professional
Angela Bitting
Senior Client Service Associate
Allison E. Schaefer
Senior Client Service Associate
Kimberly A. Herbst
Senior Client Service Associate
Peggy E. Shalala
Senior Client Service Associate
Sheena Paulic
Senior Client Service Associate
Susan A. Svenson
Senior Client Service Associate
Tricia Cindric
Senior Client Service Associate
Alexandra Bair
Client Service Associate
Chris Markley
Client Service Associate
Laurie Johns
Client Service Associate
Luke Sommer
Client Service Associate
Chelsea Enslow
Client Operations Coordinator
Beatrice Cooper
Administrative Assistant, Tax
Administration
Steven F. Wolken*
Chief Compliance Officer
Dennis M. Kasper*
Senior Managing Director, Information Technology
Kathleen Thompson, PMP*
Senior Managing Director, Finance
Jane F. Battes, SPHR*
Senior Managing Director, Human Resources
Jennifer D. Lucas
Office Administrator
Heather K. Hughes
HR Generalist | Recruiter
Edward Mielcarek
Director, Information Technology
Monica A. Fletcher
Senior Associate, Marketing
Mysha Bryan
Associate, Corporate Development
Shereen H. Abuzahriyeh
Associate, Information Technology
Amber N. Coletta
Senior Business Analyst
Daniel J. Usay
Business Analyst
Erin D. H. Gray
Business Analyst
Sarah Richter, CPA
Senior Staff Accountant
Kim Kozak
Accountant, Finance
Lauren Simonski
Staff Accountant
Devra G. Woodard
Receptionist
REPORTING AND OPERATIONS
Bianca L. Friscan*
Senior Managing Director, Operations
Mitchel H. Green
Director, Institutional Operations
Claudia N. Kerchenski
Private Client Reporting Operations Coordinator
Jessica Ackermann
Institutional Reporting Operations Coordinator
Sandra J. Wallenhorst
Senior Associate, Reporting
Benjamin L. DeHaan
Performance Analyst
David Mooney
Performance Analyst
Kyle Shuki
Performance Analyst
Mark R. Cleary
Performance Analyst
Nate Rearick
Performance Analyst
Jacob Stefko
Associate Performance Analyst
TJ Conway
Reporting Associate
Bonny L. Constantino
Database Coordinator
Maureen A. Berthelot
Database Coordinator
FIND YOUR CLARITY
Clearstead is structured to put client’s interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to its clients.
Clearstead is an institutional investment consulting and private wealth management firm. We are relentless in providing financial solutions so clients can exceed their aspirations and build legacies for their families, organizations, communities, and themselves.
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CONTACT US
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090
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